After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Clients now understand exactly what they are paying for and have a range of investment tools available to them–is this affecting their investments...
Clients now understand exactly what they are paying for and have a range of investment tools available to them – is this affecting their investments preferences and how they go about constructing portfolios?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
BehavioursClientETFFinancial Advisory
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Delivering value in the digital age - customers’ attitudes to data sharing, trust and how this will define future propositions
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Artificial IntelligenceBack OfficeFinancial Advisory
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Preparing for growth - What can we learn from global high growth...
Preparing for growth: what can we learn from global high growth advisory firms?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Business ModelFinancial AdvisoryRemunerationTraining
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Price versus value: the 21st century financial advisory conundrum
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
AdviceBusiness ModelExperienceFinancial Advisory
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Talent of the future: from adviser to technical analyst and everything in between. Finding them, training them and keeping them.
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
EmployeeFinancial AdvisoryRecruitmentRetention
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The future of ...
The future of platforms
27 November 2018
Financial Advisory
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The future of retirement investing
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
Cash flowFinancial AdvisoryRetirement
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What would you do with an extra hour? By adopting technology, advisory firms are realising time savings in their business by generating greater effici
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
DataFinancial AdvisoryManagement Information
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Who is the CEO of your business?
27 November 2018A Meeting of Minds Advisory Distributors - November 2018
AdviceBehavioursEngagementFinancial Advisory
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WHAT DOES A GREAT CUSTOMER EXPERIENCE LOOK LIKE AND HOW DO YOU BUILD IT?
22 June 2017A Meeting of Minds Winning Advisers North - April 2017
Financial Advisory
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ARE YOU BEING SERVED? HOW CAN TECHNOLOGY DELIVER TRUE CLIENT ENGAGEMENT?
22 June 2017A Meeting of Minds Winning Advisers North - April 2017
Financial Advisory
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WHY A CENTRALISED RETIREMENT PROPOSITION IS A MUST FOR SWITCHED-ON ADVISERS
20 June 2017A Meeting of Minds Winning Advisers North - April 2017
Financial Advisory